HCPOA: better to have and not need, than need and not have.
In my last Blog Post I discussed the absolute necessity for appropriate Health Care documents, including a Health Care PowerRead More
Legal Education
Do I need a Healthcare Power of Attorney?
We all have our own personal nightmares. Scenarios that conjure up dread, that keep up us at night, or troubleRead More
New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and the other is a wealth tax proposal. Read on to learn more about these proposals and whether they might impact you or your clients. Read More
This is why you hire a professional
Saw a great Facebook post, and I just had to share it! During the 18 years I was involved inRead More
Selecting an Agent
Choosing the right Agent under a Power of Attorney is one of the most important choices. This article discusses the qualities of an ideal Agent and qualities to avoid in selecting an Agent. Read on to learn more.Read More
Turning the Page on 2018 and Looking Forward to 2019
As we turn the page and bid farewell to 2018, we look forward to 2019. This article summarizes the major changes for 2019, both in the tax area and in other areas. Read on to learn more.Read More
Grantor Trusts Provide Flexibility and Ease
A trust may be taxed as either a grantor trust or a nongrantor trust. Each type of trust has advantages and disadvantages. This article examines a grantor trust and situations in which it might be useful.Read More